Wealth Management Advisor

2 days ago


Durban, KwaZulu-Natal, South Africa Old Mutual Full time

About Old Mutual

We are a firm believer in the African opportunity and our diverse talent reflects this.

Career Overview

We are looking for a self-motivated and dynamic individual who has a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The Role

This role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Skill Requirements

  • Building Trust
  • Consultative Selling
  • Effective Customer Feedback Management
  • Customer-Focused
  • Excellent Customer Service
  • Strong Customer Understanding
  • Direct Sales Strategies
  • Identifying Sales Opportunities
  • Oral Communication Skills
  • Probing Questions
  • Sales Data Analysis and Management
  • Sales Software Expertise
  • Strategic Selling Approaches
  • Strengthening Customer Relationships

Competency Profile

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability

Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent required.



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